CALDWELL SUTTER CAPITAL, INC.
•CIK: 702007•Filing: Q4 2025
**CALDWELL SUTTER CAPITAL, INC.** manages $236M across a diversified portfolio of 875 positions. The fund exhibits notable concentration in technology and industrials, with top holdings including AAPL at $13.2M and MSFT at $3.5M. Significant allocations are also evident in PPIH ($7.1M) and MSA ($5.1M). This positioning suggests a tactical approach targeting established market leaders and cyclical growth sectors.
Total AUM
$235.9M
QoQ Performance
+0.8%
Positions
707
Top 10 Concentration
26.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.6%
PPIH3.0%
MSA2.2%
CAT2.1%
PLBC2.0%
V2.0%
DGICA1.8%
SSBI1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.5%
Technology14.4%
Financial8.3%
Industrial5.3%
Healthcare4.2%
Consumer3.4%
ETF1.8%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
+664 more exited positions
Changes from Q3 2025
↑53 increased
↓89 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023